PCN vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricPCNVYMWinner
Expense Ratio0.88%0.04%
AUM$864M$79.0B
Dividend Yield11.74%2.86%
Holdings526568
YTD Return-0.54%+15.80%
1Y Return+4.31%+26.12%
3Y Return (annualized)+4.41%+18.25%
5Y Return (annualized)+0.47%+12.51%
Volatility (annualized)21.7%14.6%
Max Drawdown-66.7%-58.8%
Fund FamilyPIMCO (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 21, 2001Nov 10, 2006

PCN vs VYM Performance

PIMCO Corporate & Income Strategy Fund (PCN) is a ETF from PIMCO (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PCN returned +4.31% while VYM returned +26.12%. Year to date, PCN is down 0.54% versus a gain of 15.80% for VYM.

Over three years, PCN compounded at +4.41% per year against +18.25% for VYM; over five years the annualized figures are +0.47% and +12.51% respectively. Across the full 20-year window we track, VYM has the edge at +7.07% annualized vs +1.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PCN has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -66.7% for PCN and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PCN charges 0.88% per year while VYM charges 0.04%. On a $10,000 position that is $88 vs $4 annually, a gap of $84 per year that compounds over a long holding period. On income, PCN currently yields 11.74% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

PCN and VYM share 0 holdings out of 581 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PCN or VYM?

PCN has an expense ratio of 0.88% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $84 per year of difference.

Which performed better, PCN or VYM?

Over the past year PCN returned +4.31% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), PCN annualized +1.28% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, PCN or VYM?

PCN has been the more volatile fund at 21.7% annualized versus 14.6% for VYM. Worst drawdown: PCN -66.7% vs VYM -58.8%.

Should I hold both PCN and VYM?

PCN and VYM have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PCN and VYM?

PCN and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 581 unique securities.

Which pays a higher dividend, PCN or VYM?

PCN yields 11.74% while VYM yields 2.86%, so PCN currently pays the higher dividend yield.

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